See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,449 | $91,538+60.0% | $129,995+12.7% | $75,163+94.8% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 15.57% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,844 | $2,845-35.2% | $4,320-57.3% | $2,670-30.9% |
| Participant deferral / active EE | $4,184 | $4,341-3.6% | $5,820-28.1% | $4,125+1.4% |
| Admin fee / account holder | $5,180 | $6,790-23.7% | $10,614-51.2% | $5,651-8.3% |